How big is Compassholdings, Inc.'s plan?

Compassholdings, Inc.'s plan reported $1.7M in assets and 40 participants for 2023.

Original filing (PDF)20250407155149NAL0009416259001

Compassholdings, Inc.

Name: Compassholdings, Inc. — Compassholdings, Inc. 401(k), Form 5500 (2023)
Creator: Compassholdings, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Compassholdings, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Compassholdings, Inc.'s Compassholdings, Inc. 401(k) Profit Sharing Plan held $1.7M in plan assets for 40 participants in 2023.

Signals · 1

Late filing · 4.7 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Katherine Schlatter signed Compassholdings, Inc.'s 2023 Form 5500 as plan administrator.

Katherine Schlatter — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Compassholdings, Inc.'s EIN is 20-2777503.

EIN 20-2777503

Plan number 001

Plan year 2023

ACK ID 20250407155149NAL0009416259001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Compassholdings, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Compassholdings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COMPASSHOLDINGS, INC..

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 4.7 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score